+237.0%
HOOD vs DRI
+68.5%
+168.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -2.8% |
| 7D | +13.4% | -1.2% | +14.6% | +14.1% |
| 30D | +25.8% | -0.4% | +26.2% | +25.6% |
| 3M | +38.0% | +9.5% | +28.5% | +29.0% |
| 6M | +52.2% | +6.5% | +45.8% | +44.0% |
| YTD | +3.7% | +18.4% | -14.7% | -10.2% |
| 1Y | +0.1% | +4.2% | -4.2% | -6.1% |
| 3Y | +992.6% | +57.1% | +935.5% | +638.4% |
| 5Y | +193.0% | +70.4% | +122.6% | +73.8% |
| All | +237.0% | +68.5% | +168.5% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling